Track accounts, view investments, connect with advisor
View and track financial accounts and investments in one place. Link accounts, monitor expenses in a budget module, share documents securely, and receive task notifications. Connect with a financial advisor for real-time updates and guidance.
Showing 81–100 of 1,000 ranked alternatives.
Drahim App For Financial Technology LLC
Track expenses and connect bank accounts
Track expenses in real-time with automatic categorization of transactions. Consolidate bank accounts through Open Banking. Monitor spending patterns and set budgets. Receive alerts for unusual activity. Export financial data for analysis.
AVEN FINANCIAL TECHNOLOGIES, INC
Track expenses and compare spending trends
Monitor spending by tracking monthly expenses, comparing trends, and identifying top merchants and unwanted subscriptions. Track score from a national agency, monitor accounts and utilization, and receive alerts for account changes.
West Financial Services, Inc.
View data and manage budgets
View data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a vault. Access budgeting tools and additional features.
Range Finance, Inc.
Track accounts, investments, and goals
Track income, expenses, and net worth across all accounts. Set financial goals and monitor progress. Use AI to analyze spending patterns and suggest budget adjustments. Automate savings and investment contributions.
SmartPro Financial LLC
View portfolio data and interact with
View portfolio data and financial summaries in a clean interface. Access account details, transaction history, and performance metrics. Communicate with financial advisors and receive updates.
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
SEI Investments Management Corporation
Access accounts with biometrics
Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
Standard Chartered
View accounts, track expenses, manage budgets
Check account balances, transfer funds between accounts, and monitor transactions. View spending patterns and set budget alerts. Securely access financial information and manage payments remotely.
First National Bank & Trust Company of Iron Mountain
Aggregate accounts, track balances, view transactions
View all financial accounts in one place with real-time balance updates. Track transactions, set budget categories, and receive alerts. Manage bills, transfer funds, and monitor spending patterns across linked accounts.
TENNESSEE STATE BANK
Aggregate accounts, track balances, manage budgets
View all financial accounts in one place. Check balances, track transactions, and monitor spending. Set budgets and receive alerts. Securely manage accounts and access financial tools for informed decisions.
TEXAR Federal Credit Union
Aggregate accounts, track expenses, manage budgets
View all financial accounts in one place with real-time balance updates and transaction history. Set budgets, track spending, and receive alerts. Export data and manage accounts securely from multiple institutions.
NFSG Corporation
Track investments and view market trends
Track investment performance with real-time portfolio updates and market trend analysis. Receive personalized financial insights and news. Access expert analysis and connect with advisors for tailored guidance.
Earlybird Central Inc.
In children's futures and collect gifts
In children's future with professionally managed portfolios. Receive financial gifts from loved ones and save milestones as memories. Set up recurring contributions and track investment growth over time.
NOHO FINANCIAL, INC.
Manage finances with AI-driven insights
Manage finances with AI-driven insights and personalized recommendations. Set financial goals, track spending, and receive investment strategies. Schedule consultations, review performance reports, and adjust portfolios remotely.
START TECHNOLOGY SOFTWARE LIMITED
Record assets and track ownership
Track and manage financial assets including properties, pensions, investments, bank accounts, and insurance policies. Categorize assets, record account details, assign values, and define ownership.
Lake Michigan Credit Union
Manage accounts anytime and anywhere.
The app provides mobile banking features for managing accounts, including viewing balances, monitoring transactions, and transferring funds. It also offers helpful tools like a budget tracker, bill pay, and a financial calculator for users.
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